Institutional Holders (2026 Q1)
45 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLBR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Accordant Advisory Group Inc | 4.57% | 309,029 | $7.4M |
| 2 | O'Brien Greene & Co. Inc | 4.12% | 609,320 | $14.6M |
| 3 | Lumbard & Kellner, LLC | 2.24% | 270,598 | $6.5M |
| 4 | Mma Asset Management LLC | 1.01% | 120,487 | $2.9M |
| 5 | Es4, LLC | 0.64% | 41,600 | $994K |
| 6 | Morningstar Investment Management LLC | 0.50% | 341,071 | $8.1M |
| 7 | Whitcomb & Hess, Inc. | 0.46% | 82,956 | $2.0M |
| 8 | SeaBridge Investment Advisors LLC | 0.43% | 106,651 | $2.5M |
| 9 | Innealta Capital, LLC | 0.37% | 24,594 | $588K |
| 10 | Comprehensive Money Management Services LLC | 0.22% | 13,853 | $331K |
| 11 | Total Clarity Wealth Management, Inc. | 0.13% | 22,408 | $535K |
| 12 | PGIM Custom Harvest LLC | 0.02% | 60,715 | $1.5M |
| 13 | Belpointe Asset Management LLC | 0.01% | 15,422 | $368K |
| 14 | Harbour Investments, INC. | 0.01% | 34,584 | $826K |
| 15 | Armstrong Advisory Group, Inc | 0.01% | 4,730 | $113K |
| 16 | Banque Transatlantique SA | 0.01% | 12,035 | $288K |
| 17 | Bank of Nova Scotia | 0.00% | 77,298 | $1.8M |
| 18 | Focus Partners Wealth | 0.00% | 94,338 | $2.3M |
| 19 | Raymond James Financial Inc | 0.00% | 314,794 | $7.5M |
| 20 | Parallel Advisors, LLC | 0.00% | 4,987 | $119K |
| 21 | Marshall Investment Management, LLC | 0.00% | 142 | $3K |
| 22 | Royal Bank of Canada | 0.00% | 238,026 | $5.7M |
| 23 | Wealthfront Advisers LLC | 0.00% | 14,560 | $348K |
| 24 | Mercer Global Advisors Inc /Adv | 0.00% | 12,646 | $302K |
| 25 | Cibc World Market INC. | 0.00% | 11,044 | $264K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|